VivaRobKelly avatar

VivaRobKelly
🇬🇧 Investor.

Copy Trading does not amount to investment advice. Your investments value may go up or down. Your capital is at risk.

Cash Allocation

Range

Highest Cash
June 25, 2025
Lowest Cash
February 14, 2023
Average Cash

Portfolio Diversification

Range

Most Diversified
13 instruments
February 14, 2023
Least Diversified
0 instruments
January 25, 2025
Average
10 instruments

Most Consistent Holdings

Top 5

avatarSPHD
81.91%
avatarKO
81.82%
avatarNWG.L
78.82%
avatarMSFT
77.98%
avatarDIS
69.73%

Position Sizing

Analysis

Avg Largest Position
Avg Smallest Position
Size Distribution
Small (<10%)
Medium (10-20%)
Large (>20%)

Market Exposure

Analysis

Highest Exposure
February 14, 2023
Lowest Exposure
June 25, 2025
Average Exposure
30-Day Trend
Current Average
Monthly Change

Top Sectors

Top 5

Consumer Services
25.83%
ETFs
16.11%
Finance
8.77%
Consumer Non Durables
7.79%
Technology Services
6.59%

Top Countries

Top 5

🇺🇸United States
34.75%
🇬🇧United Kingdom
25.41%
🇨🇳China
2.63%

Holdings over time

(Since January 2, 2023)

InstrumentAvg. ExposureCurrent ExposureTime HoldingLast Closed
Invesco S&P 500 High Dividend Low Volatility ETFInvesco S&P 500 High Dividend Low Volatility ETF (SPHD)
15.99%0%81.91%6/23/2025
DisneyDisney (DIS)
9.76%0%69.73%1/24/2025
NatWestNatWest (NWG.L)
8.09%0%78.82%6/23/2025
Coca-ColaCoca-Cola (KO)
7.79%0%81.82%6/23/2025
Marston'sMarston's (MARS.L)
7.53%0%69.73%1/24/2025
MicrosoftMicrosoft (MSFT)
6.59%0%77.98%6/23/2025
WetherspoonWetherspoon (JDW.L)
4.34%0%66.35%1/24/2025
McDonald'sMcDonald's (MCD)
4.2%0%69.73%1/24/2025
Aston MartinAston Martin (AML.L)
3.87%0%69.73%1/24/2025
SunrunSunrun (RUN)
2.36%0%69.73%1/24/2025
AlibabaAlibaba (BABA)
1.92%0%69.73%1/24/2025
NVIDIANVIDIA (NVDA)
1.31%0%12.18%6/23/2025
Johnson & JohnsonJohnson & Johnson (JNJ)
1%0%12.09%6/23/2025
TeslaTesla (TSLA)
0.99%0%11.25%6/23/2025
SSESSE (SSE.L)
0.97%0%9.56%6/23/2025
DouyuDouyu (DOYU)
0.71%0%69.73%1/24/2025
Realty IncomeRealty Income (O)
0.68%0%11.43%6/23/2025
Rolls-RoyceRolls-Royce (RR.L)
0.6%0%11.43%6/23/2025
Vanguard Dividend Appreciation ETFVanguard Dividend Appreciation ETF (VIG)
0.12%0%0.75%2/21/2025
Invitae CorpInvitae Corp (NVTAQ)
0.07%0%37.02%2/7/2024

Exposure over time

Exposure by Sector

Exposure by Country

Portfolio Time Machine

Portfolio date
InstrumentInvestedValue
Invesco S&P 500 High Dividend Low Volatility ETFInvesco S&P 500 High Dividend Low Volatility ETF (SPHD)
22.5%23.05%
DisneyDisney (DIS)
14.78%15.2%
Marston'sMarston's (MARS.L)
15.58%13.02%
NatWestNatWest (NWG.L)
3.63%12.39%
Coca-ColaCoca-Cola (KO)
7.27%8.56%
MicrosoftMicrosoft (MSFT)
5.73%8.55%
McDonald'sMcDonald's (MCD)
3.63%5.37%
WetherspoonWetherspoon (JDW.L)
4.39%4.97%
Aston MartinAston Martin (AML.L)
6.01%2.46%
AlibabaAlibaba (BABA)
5.02%2.33%
SunrunSunrun (RUN)
6.43%1.9%
DouyuDouyu (DOYU)
3.63%0.89%

Cash & Instruments Over Time

Cash Exposure %

Number of Instruments